STARWAVE, SEEK/DIS -- NEW NEWS ARTICLE
cm...Good morning (for a change, morning that is, each day is a good one)...I'm on vacation for two weeks...First of all thanks for the Article...
Just saw an EXCELLENT article on ZDNet, just came out...It mentions Starwave and SEEK and DISNEY's purchase of 43% stake "Portals Look Ahead To Big Bandwidth"
zdnet.com
This article quotes one of the SEEK executives on the major impact wider bandwidth will have on Portals as we now know it...YHOO, LCOS, XCIT also quoted in article...All understand the huge importance to a wider bandwidth on the Portal business....Content will be king..The author states YHOO could actually fall behind to content-rich Portals....SEEK's exec. quotes the importance of bandwidth and says the key to the future of Portals will be "Content, content, content"...The author talks of DISNEY's plan in buying into a 43% stake in INFOSEEK...The author says YHOO built it's leadership on the old 'page-view'(or something like that) way of presenting internet content, content that is rather simplistic actually....But with wider bandwidth it opens a whole new ball game that could find YHOO BEHIND in the race....Article suggests SEEK is readying itself to excel in this area of Content.
cm...It's beginning to look like Motro's statements (which I can't shake from my mind) he is constantly making (latest was about 1 week ago on interview with Motley Fool) about SEEK becoming #2 Portal within a year and shortly after becoming #1, surpassisng YHOO suddenly is beginning to look like he's not as delusional as I thought he might be.
WE'VE GOT A WINNER HERE WITH DISNEY/SEEK
Regards, George
|
